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Itaú Unibanco

381 hedge funds and large institutions have $8.72B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 131

14% more funds holding

Funds holding: 334381 (+47)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.09% less ownership

Funds ownership: 23.26%23.18% (-0.09%)

1% less capital invested

Capital invested by funds: $8.84B → $8.72B (-$119M)

29% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $16.3M

Holders
381
Holders Change
+47
Holders Change %
+14.07%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
76
Increased
150
Reduced
131
Closed
26
Calls
$11.6M
Puts
$16.3M
Net Calls
-$4.73M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
351
Financial Management Professionals
Texas
$5.42K
MPW
352
MASECO Private Wealth
$4.61K +$4.58K +644 New
BW
353
Bravera Wealth
North Dakota
$4.2K +$4.17K +586 New
CA
354
Clearstead Advisors
Ohio
$3.95K
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$3.86K -$2.83K -398 -42%
HWP
356
Highline Wealth Partners
California
$3.86K -$21 -3 -0.6%
CHC
357
City Holding Co
West Virginia
$3.83K -$114 -16 -3%
SAG
358
SageView Advisory Group
California
$3.27K +$3.24K +456 New
Bessemer Group
359
Bessemer Group
New Jersey
$3K -$1.47K -206 -34%
ADL
360
Asset Dedication LLC
California
$2.98K
GEA
361
Glen Eagle Advisors
New Jersey
$2.85K +$114 +16 +4%
TF
362
Tompkins Financial
New York
$2.71K +$2.7K +379 New
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.43K -$7 -1 -0.3%
AF
364
Advisornet Financial
Minnesota
$1.95K -$7 -1 -0.4%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$1.9K +$420 +59 +29%
IAS
366
IMA Advisory Services
Colorado
$1.7K +$1.69K +238 New
PTC
367
Private Trust Company
Ohio
$1.63K +$1.62K +228 New
HCM
368
Hollencrest Capital Management
California
$1.19K -$7 -1 -0.6%
KB
369
Kimelman & Baird
New York
$1.08K
CTC
370
Central Trust Company
Missouri
$1.08K +$1.07K +150 New
TWD
371
True Wealth Design
Ohio
$863
RFP
372
Root Financial Partners
California
$809 +$804 +113 New
CFS
373
CGC Financial Services
Oregon
$666 -$7 -1 -1%
TPBG
374
Turning Point Benefit Group
Maryland
$575
PWA
375
Physician Wealth Advisors
Utah
$502 +$498 +70 New